See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239 | $76,785-99.7% | $56,441-99.6% | $145,959-99.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 3000.51%-3000.5pp | 1704.21%-1704.2pp | 561.95%-561.9pp |
| Employer contribution / active EE | $1,681 | $1,381+21.8% | $1,039+61.8% | $4,661-63.9% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,953-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,681 | $3,334-49.6% | $2,829-40.6% | $13,398-87.4% |